Experienced financial advisor elevated to firm ownership and management team
ISLANDIA, N.Y. , July 31, 2024 /PRNewswire-PRWeb/ -- Steel Ridge Advisors, a leading independent wealth management firm, announced today that Timothy S. Nowak, VP of Financial Planning, has been named as a Partner in the firm.
"I'm extremely excited and pleased that Tim will be joining me to help strategically position the future of Steel Ridge Advisors," said Scott Fitzgerald, CFP®, CIMA ®, President. "Tim's experience, knowledge and dedication to providing investment solutions to our clients has been and will continue to be a tremendous asset to the firm as we look forward to our next chapter of growth."
Nowak began his financial planning career at Merrill Lynch as a Financial Advisor and Portfolio Manager, and joined Steel Ridge Advisors in 2019 as a Senior Associate, Planning & Analysis. He was subsequently promoted to Vice President, developing his career around meticulous financial analysis and careful planning for clients' advisement. "Becoming a Partner is a major milestone in my career with Steel Ridge Advisors. I am deeply grateful for the opportunity to join Scott in developing our business, as we continue our growth and expand services."
Steel Ridge Advisors was founded by Fitzgerald in 2016 and is focused on the financial issues affecting individuals and businesses by becoming the singular resource for clients looking for the latest ideas, insights and services build wealth for their current and future goals. Maintaining the highest standard of integrity and professionalism while building long-term relationships with clients is a core focus of the firm.
To learn more, log onto http://www.SteelRidgeAdvisors.com.
Media Contact
Timothy Welsh, Affiliated Advisors, 415-847-4874, [email protected] , www.steelridgeadvisors.com
SOURCE Steel Ridge Advisors
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